Installation GuideLast Updated: 09/07/2018 Introduced in Version: 2.0
This document steps you through installing the Decisions Platform on an App Server or PC. Decisions requires a database and in this guide we will use SQL Server (for other database options, see the Advanced Installation documentation category). Microsoft SQL Server Express is suitable and the easiest to get started. It can be downloaded here.
For recommended Installation Requirements please visit this article: Installation Requirements – Self-Hosted Environment.
Open the installer executable to begin the installation wizard. In the first step – Installation Type– click the Install button.
After reading the license agreement, select the I accept the terms of the License Agreement checkbox, and click the Next button.
Next, in the Select Installation Type step, we choose a type that fits our needs (in this case Personal Server). Below is a description of when you would use each type:
- Standard Server
This is the most common type of server installation and can be used in production (live) or non-production (development) settings. Use this server type when you want to be able to log into the server from other machines, to allow others to log into the server (for example, for QA cycles), and to publish your flows.
- Personal Server
This server type is strictly a local installation. Use this server type when you want to build and test Flows, Forms, Rules, Reports, and Pages, but you do not intend to publish them. This server type also does not let other machines log on.
- Failover (HA) Server
This server type is identical to the Standard Server except that it is not live until it is triggered. Use this type to install a failover server that will be available but will not run jobs or events on startup.
- Designer Repository
This server type stores entities and manages versioning. It does not run live applications.
- Use Settings File – Enables a field in which you can select a file of saved settings from a previous installation
Install Emergency Password Reset Tool – installs command line tool that can be used to reset user passwords in Decisions.
Change Default System Administrator, Username and Password – option to change default Decisions “email@example.com”:”admin” credentials.
- Change Destination Folder for Installation – By default, the Decisions software is installed to C:\Program Files\Decisions. If desired, change this location by enabling this setting and browsing to the desired installation location.
- Pick Alternate Source – Enables either a URL or directory to select for the installer files.
- Install Extra Icons – Enabling this setting installs the image library of icons available for use (which can be used as icons for items posted to the Service Catalog, for example, or to represent published workflows). Images are installed to C:\Program Files\Decisions\Images by default.
- Show the Service Settings – Enabling this setting makes it possible to customize the user name/password under which the Service Host Manager Service will run.
Allow Dynamic Resource Loading (Local Module) – allows system to store and load sources from Local Module.
- Run Service Host Manager Watcher after Installation – If enabled, the Host Manager Watcher service will run after installation. This is the process that can start and stop the ‘Service Host Manager’ that the Portal depends upon, as well as watches and restarts it if it stops for any reason.
Skip DB Connection Testing (Not Recommended) – skipping database connection test in Installation wizard.
Dynamic Compression (IIS) Check Disabled (Not Recommended) – disables installer to check IIS Compression.
Under Database Setup, Database Type, select the MS SQL option. Under the Connection Type, select Basic or Custom Connection String and fill in the DB Server and DB Database fields with the server location and name of the database. If the database does not exist, Decisions OS will attempt to create it. To test these connection settings, click the Test button.
Under Connection Settings, choose the option for Windows Integrated Security to enable database connection authentication using Windows Integrated Security, or MS SQL Server Security to enable database connection authentication using a specified username and password.
Note: to learn more about difference between Windows Integrated Security and MS SQL Security please visit this article: SQL Server Database Permissions.
To continue installation, click Next.
The installer installs Decisions OS instance. As part of the process, the installer will automatically download, register, and configure any required third-party services or utilities. As this is happening, you may click the Show Details and Hide Details buttons to toggle a report of what’s happening behind the scenes.
When the installation is complete, the installer displays a completion message. Click the Finish button to close the installer and open portal; use the admin credentials that are provided on the screen to log into the portal.
Note: For the HTML Portal you must open the port configured in settings for SignalR and the next port after that.
UPDATING THE LICENSE
Computers can be licensed to run the platform with third-party plugins or with the built-in licensing mechanism – License Utility. To license a machine using License Utility, open the executable and email the Machine Key it generates to “firstname.lastname@example.org”. Our tech support team will respond with a license key which can be cut and pasted into License Utility and applied to generate a license key file.
You must run the utility as an administrator, otherwise you will not be able to successfully apply the license key.
Our example assumes that the platform has been installed in the default path.
- To access the license utility, navigate to the folder C:\Program Files\Decisions\Decisions Services Managerlicensing.
- Run the LicenseUtility.exe. The License Utility dialog box appears.
- Select the string in the Machine Key field and copy it to your clipboard.
- Paste the machine key into an email and send it to your contact for generating licenses.
Using the machine key you’ve provided, your license key will be generated and provide it to you.
- When you receive the license key, in the License Utility, paste the license key into the License Key field.
- Click the Apply button.
After updating the license, restart the Service Host Manager.